Beacon Financial Advisory LLC Ishares Morningstar Growth ETF Transaction History

Beacon Financial Advisory LLC

$373 Million
Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 19,428 shares of ILCG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,428

Previous 19,425 0.02%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	N/A	3 Added 0.02%	19,428 $0
Q2 2025 Jul 22, 2025	BUY	N/A	3 Added 0.02%	19,425 $0
Q1 2025 Apr 24, 2025	SELL	N/A	-196 Reduced 1.0%	19,422 $0
Q4 2024 Jan 27, 2025	BUY	N/A	69 Added 0.35%	19,618 $0
Q3 2024 Oct 30, 2024	BUY	N/A	2,945 Added 17.74%	19,549 $0

Q2 2024 Jul 26, 2024	BUY	N/A	10,625 Added 177.71%	16,604 $0
Q4 2023 Jan 23, 2024	SELL	N/A	-330 Reduced 5.23%	5,979 $0
Q3 2023 Oct 25, 2023	SELL	N/A	-70 Reduced 1.1%	6,309 $0
Q2 2023 Jul 17, 2023	BUY	N/A	6,379 New	6,379 $0
Q1 2021 Apr 20, 2021	SELL	N/A	-875 Closed	0 $0
Q2 2020 Jul 07, 2020	BUY	N/A	875 New	875 $205,000
Q1 2020 Apr 15, 2020	SELL	N/A	-3,160 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	N/A	3,160 New	3,160 $663,000

Others Institutions Holding ILCG

# of Institutions

351

Shares Held

18.7M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR GROWTH ETF

Ticker ILCG

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Beacon Financial Advisory LLC Ishares Morningstar Growth ETF Transaction History